Evolution Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-2,383
| Closed | -$129K | – | 625 |
|
2021
Q3 | $129K | Buy |
2,383
+1,544
| +184% | +$83.6K | 0.03% | 136 |
|
2021
Q2 | $47K | Sell |
839
-69
| -8% | -$3.87K | 0.01% | 220 |
|
2021
Q1 | $53K | Buy |
908
+64
| +8% | +$3.74K | 0.01% | 194 |
|
2020
Q4 | $50K | Sell |
844
-935
| -53% | -$55.4K | 0.01% | 181 |
|
2020
Q3 | $106K | Buy |
1,779
+979
| +122% | +$58.3K | 0.03% | 139 |
|
2020
Q2 | $44K | Buy |
800
+500
| +167% | +$27.5K | 0.01% | 151 |
|
2020
Q1 | $16K | Sell |
300
-842
| -74% | -$44.9K | 0.01% | 168 |
|
2019
Q4 | $70K | Buy |
1,142
+842
| +281% | +$51.6K | 0.02% | 128 |
|
2019
Q3 | $18K | Sell |
300
-244
| -45% | -$14.6K | 0.01% | 110 |
|
2019
Q2 | $31K | Buy |
+544
| New | +$31K | 0.01% | 106 |
|